Our Services
Individual and Family Services
At Growmatter we:
- Understand your needs, desires and goals
- Provide planning and guidance that makes a difference
- Offer objective holistic financial planning
Some of the services for individuals include:
- Risk Planning
- Portfolio Analysis
- Tax Guidance
- Life Stage Planning
- Retirement Planning
- Wealth Management
- Education Savings
Common questions we can answer:
How do I create a rainy-day fund while saving for my future and paying of my debts?
I feel like I pay too much tax. What can I do to get more deductions?
When can I retire?
If something happened to me will my family be OK?
Business Owner Services
Financial Planning specific to the needs of shareholders, directors and self-employed individuals.
Some of the services for individuals include:
- Evaluate your business and it needs
- Assess your risks as an owner or shareholder
- Provide independent solutions that consider all options
At Growmatter we:
- Buy and Sell Agreements
- Key Person Insurance
- Tax Reduction Strategies
- Life Insurance
- Contingent Liability Cover
- Investment Planning
Common questions we can answer:
What happens to the business when I want to sell my shares?
What happens to my shares when I die?
I have a key employee that if they couldn’t work it could ruin my business, what can I do?
Is it true that if my one shareholder dies her spouse will take over those shares?
Employer-Sponsored Services
Advice and consulting for employers wishing to increase retention and add value to staff
At Growmatter we:
- Simplify the terms and definitions
- Consider all the needs of the staff and employer
- Present a solution after comprehensively evaluating the options
- Provide workshops for your team or teams of employees
Some of the services for individuals include:
- Pension Fund Planning
- Group Risk Analysis
- Financial Workshops
- Risk Scheme Implementation
- Annual Benefit Reviews
Common questions we can answer:
How many employees should I have before looking at a scheme?
How can I reduce my staff turnover?
What is it going to cost?
Found something interesting?
LET US KNOW We are here to help!